1806 Release Notes

Date Prepared: 24/08/2018

Prepared by: Quality Assurance Team

TABLE OF CONTENTS
1. Bookings .............................................................................................................................................................3
1.1. VSO #70421 Specifying Agreements For Non-Attendance / Late Cancellation Fees .................................3
2. Membership Management.................................................................................................................................3
2.1. VSO #69709 Externally processed refunds .................................................................................................3
2.2. VSO #75325 Security Token for Applying Payment to External Refunds ...................................................4
2.3 VSO #73382 Referral discounts deducted before tax ................................................................................4
3. Reports ...............................................................................................................................................................4
3.1. VSO #72681 Remove Autocomplete From Login .......................................................................................4
3.2. VSO #72943 Display Local Server Timezone on Reports Configuration Homepage ..................................4
3.3. VSO #73199 Allow Groups to Be Hidden If Empty .....................................................................................4
3.4. VSO #73930 Cache Issues With Reports Config Site In Internet Explorer ..................................................5
4. Control Panel ......................................................................................................................................................5
4.1. VSO #73850 Changing start and End dates for PIF services #328801 ........................................................5
4.2. VSO #70784 Daily deferral for monthly fees ..............................................................................................6
5. ACM ....................................................................................................................................................................6
5.1. VSO #75215 Duplicate ACM Gate Visits .....................................................................................................6
6. Price Management .............................................................................................................................................7
6.1. VSO #40623 Promotions Can Now Be specific to a channel ......................................................................7
7. Online Services ...................................................................................................................................................7
7.1. VSO #47750 Renew Membership pages are responsive ............................................................................7
7.2. VSO #69377 & 70568 COUNTDOWN & Entitlement Vouchers work for responsive class bookings .........8
7.3. VSO #69740 Prevent change membership & renewals in Universal Basket with other purchases ...........8
7.4. VSO #70226 Waiting list count in view my classes .....................................................................................8
7.5. VSO #71235 & 74284 Improvements to Responsive Bookings ..................................................................9
7.6. #73439 voucher expiry date will now show online ....................................................................................9
 7.7. VSO #66391 ATTENDEES ‘PENDING CANCELLATION’ can un-enrol immediately ......................................9
7.8. VSO #46926 Promo Codes for Sports Hall in the Universal Basket ............................................................9
7.9. VSO #69676 Entitlement Vouchers for Sports Hall bookings in the Universal Basket .............................10
7.10. VSO #51261 CMS: Navigation Menu Configuration .............................................................................10
7.11. VSO #68143 Loyalty (Countdown) VOUCHERS for Sports Hall in the Universal Basket .......................10
8. API & Single Sign On .........................................................................................................................................10
8.1. VSO #73410 Register link on SSO logon page...........................................................................................10
8.2. VSO #74291 Login View redirect in registration page ..............................................................................11
8.3. VSO #75158 SSO Call-back whitelist can support multiple urls ...............................................................11
8.4. VSO #69509 When logged in to an app I can open Online Services whilst logged on .............................11
8.5. VSO #67314 Preferences Change Notification In The API ........................................................................11
9. Invoicing............................................................................................................................................................11
9.1. VSO #72391 Invoice Sends Out Encrypted Link ........................................................................................11
10. Event Management ..........................................................................................................................................11
10.1. VSO #39137 cancellation email for customers .....................................................................................11
10.2. VSO #73286 Search for Events by Event Name ....................................................................................11
11. Sports Courses ..................................................................................................................................................12
11.1. VSO #67536 Purchasing extras during bulk move ................................................................................12
11.2. VSO #67687 Refunding extras when bulk moving Sports Courses.......................................................12
11.3. VSO #70199 Layout Changes for BackOffice Extras Selection ..............................................................12
11.4. VSO #73000 Sports courses mandatory extras should show in online services Program Details page
13
12. Performance and Interface Improvements ......................................................................................................14
12.1. VSO #64412 Support Portal is Responsive ...........................................................................................14
13. Bug Fixes ...........................................................................................................................................................16
 1. BOOKINGS

1.1. VSO #70421 SPECIFYING AGREEMENTS FOR NON-ATTENDANCE / LATE CANCELLATION

FEES

Within Legend Bookings, you are now able to configure classes so that certain class attendees on specified
agreements are not subject to any cancellation or non-attendance fees.

The setting for this can be found by navigating to:

Control Panel > Agreement Management > Agreement Type > Booking Rules Tab (For both the "Agreement" and
the "Agreement Price").

2. MEMBERSHIP MANAGEMENT

2.1. VSO #69709 EXTERNALLY PROCESSED REFUNDS

It is now possible to mark refund records as processed externally (to the Legend System). This is done in the
payment tab of Membership Management.

Click “Payment” under the “Accounts” menu on the left

Click the “Refunds” tab and select a refund
Select the “External Payment” option within “Payment Process”:

There will then be a record of this payment (including the fact that it is external) in the journal.

To turn this setting on, within the DB navigate to the “Configuration” table and turn on “Settingname” =
“AccountingJournal_SystemChecks”.
 2.2. VSO #75325 SECURITY TOKEN FOR APPLYING PAYMENT TO EXTERNAL REFUNDS

The ability to apply a payment to an externally processed refund is restricted by a new security token:
MM_CAN_APPLYPAYMENT_REFUNDS_EXTERNALPAYMENT.

This token must be enabled for payments to be applied to refunds selected as “External Payment”, as described
in the item above.

2.3 VSO #73382 REFERRAL DISCOUNTS DEDUCTED BEFORE TAX

When using referral credits to pay for a membership it will now correctly reduce the tax liability.

3. REPORTS

3.1. VSO #72681 REMOVE AUTOCOMPLETE FROM LOGIN

Now when using the Online Reporting Site, when logging in, your password will not automatically save in your
browser. This is to improve security.

3.2. VSO #72943 DISPLAY LOCAL SERVER TIMEZONE ON REPORTS CONFIGURATION

HOMEPAGE

On the homepage of the Online Reporting Site, the actual local server time will now be displayed.

It will be shown on the bottom right of the page and should look like the following:

3.3. VSO #73199 ALLOW GROUPS TO BE HIDDEN IF EMPTY

Now when you create a Dashboard Group or a Custom Report group, there is a new option that reads "Don't
Show When Browsing If Empty". This will be in the form of a checkbox.
When set, the item selected will not appear on the browse list if the group is empty.

3.4. VSO #73930 CACHE ISSUES WITH REPORTS CONFIG SITE IN INTERNET EXPLORER

Previously there was a cache issue in the Reports Configuration Site whilst using Internet Explorer.

Log onto the Reports Configuration site

Go into "Imports>Historical Import"
Click "New", and add an import
The import should appear on the list

Now, the above issue has been resolved so that the page will now update when the import runs, when new
imports are added, when the imports are removed, etc. (Previous versions did not update).

4. CONTROL PANEL

4.1. VSO #73850 CHANGING START AND END DATES FOR PIF SERVICES #328801

Paid in Full services can now use start and end dates over monthly duration. These along with the fees, can now
be overridden by enabling the desired settings and having the corresponding security tokens. To have the
settings enabled, please contact Legend Support and let them know which settings from the below you would
like enabled.

 Contact Services Enable Start Date Change – allows the services start date to be changed, you’ll need to
specify what Start Date advance limit you would like to set, in days. i.e. 8 days
 Contact Services Enable End Date Change – allows the end date to be changed for PIF services
 Contact Services Enable End Date Change (DD) - allows the end date to be changed for DD services
 Contact Services Enable Fee Change – allows fees to be overridden

SERVICE_JOINING_OVERRIDE_START_DATE - allows you to override start date

SERVICE_JOINING_OVERRIDE_END_DATE - allows you to override end date
SERVICE_JOINING_OVERRIDE_FEES - allows you to override fees
SERVICE_JOINING_OVERRIDE_ALL - allows you to override all

If the user doesn’t have the correct security token, they will be required to have someone with the appropriate
credentials to authorise the override. When the fees or dates are overridden, there will be an event raised on
the member’s account stating that changes that have been made.

When creating a service option in Control Panel, the following options will now be visible.

No Override - This is the standard way, where the length and days are used
 Start Date Override - This is where the start date defaults to a date either in the future or today, and
then the length is applied to that.
 End Date Override - This is where the end date defaults to a date. This can also be overridden in FOH.
  Date Override - This is an overridden start and end date.
 The fixed versions do not allow start and end date overrides that are set to specific dates.

4.2. VSO #70784 DAILY DEFERRAL FOR MONTHLY FEES

It is now possible to have revenue gained from monthly memberships deferred.

In Control Panel > Global Account Integration there is the setting ‘Defer Recurring Membership Revenue’ which
will need to be enabled before you can choose which agreements have this functionality. Once this is ticked, you
will see that in Control Panel > Agreement Management > Agreement > Pricing > Fees > Defer Revenue tick box
is now available to be selected. Without the global setting ticked, it will be greyed out. This also applies to the
Defer Revenue option in the Member Services general tab (within the selected service option), it will be greyed
out unless the global option is ticked.

5. ACM

5.1. VSO #75215 DUPLICATE ACM GATE VISITS

Gates can now be configured to register a 'duplicate' swipe when a customer swipes on that gate in X
(configurable) amount of time. They will be shown as 'duplicates' in reports instead of a second swipe.

This is configured against the gate and is specified in minutes. 0 minutes means the feature will not be
applicable and the swipes will be recorded and reported as a second swipe.
 6. PRICE MANAGEMENT

6.1. VSO #40623 PROMOTIONS CAN NOW BE SPECIFIC TO A CHANNEL

As an external service you are now able to show promotions which are configured for the channel you select, so
that you can provide channel specific promotions.
To configure this:

First, you need to create a new channel.

Control Panel -> Data -> Agreement -> Channels

Now assign at least 1 agreement (to the channel). Choose an agreement that is NOT part of any other discount
scheme.
Control Panel -> Agreement Management -> Choose Agreement -> Channels tab
The channel you created should be shown, highlight it and click assign. The price types under the agreement will
inherit this assignment.

Now you need to create a new discount scheme and promotion to assign to the channel.
Price Management -> New Discount Scheme

To create the new promotion, be sure to add a Promo Code.

Price Management -> Create New Promotion

7. ONLINE SERVICES

7.1. VSO #47750 RENEW MEMBERSHIP PAGES ARE RESPONSIVE

Membership renewal has now been made responsive. No functionality has been changed.
You will require a responsive theme and the responsive Membership setting enabled to use this functionality.
Please contact Legend Support to enable this for you.

7.2. VSO #69377 & 70568 COUNTDOWN & ENTITLEMENT VOUCHERS WORK FOR
RESPONSIVE CLASS BOOKINGS

Countdown & entitlement vouchers are now supported for responsive booking pages. No functionally has
changed.

7.3. VSO #69740 PREVENT CHANGE MEMBERSHIP & RENEWALS IN UNIVERSAL BASKET WITH
OTHER PURCHASES

When a member purchases a membership renewal or changes their membership in the universal basket, they
cannot add any other items to the basket until the transaction has been completed.

7.4. VSO #70226 WAITING LIST COUNT IN VIEW MY CLASSES

In responsive bookings your customers can now view how many classes they are on the waiting list for.

To view this the member can look at the View Bookings page where there is a link to the Waiting List page.

Please note that the wording for the “Click here to view waiting list” link is not currently configurable. This will
be coming in a future release.

The waiting list page will show as follows.

 7.5. VSO #71235 & 74284 IMPROVEMENTS TO RESPONSIVE BOOKINGS

The following improvements have been made to responsive bookings

 Class names fit better within the box.
 Home club pre-populates into the search box.
 For the UK "Drop-Ins" has been renamed. (For navigation menu updates please contact Legend Support)
o 'Drop In Bookings' renamed to “Make a Booking”.
o 'Drop Ins renamed' to Bookings.
o 'Drop In Timetable' renamed to Bookings Timetable.
 Classes shown in Online Booking search show the instructor.
 When a class is selected it shows the description, headline price, discount price and any tax information.
 Book another Booking/Drop In shows in the basket.
 When a basket costs nothing it no longer shows in the confirmation to be "Paid By Card".
 Duration shows in minutes not "Minimum".
 UK shows Basket not "Cart".
 Payment Summary shows headline price & discount prices.
 Enrolled has been changed to Booked.

7.6. #73439 VOUCHER EXPIRY DATE WILL NOW SHOW ONLINE

When a member is online they are now able to see the expiry date of their voucher. This will help the member
to decide what voucher is to be used first to avoid missing their chance.

7.7. VSO #66391 ATTENDEES ‘PENDING CANCELLATION’ CAN UN-ENROL IMMEDIATELY

While a member is ‘pending cancellation’ i.e. their direct debit has stopped and they’re leaving the leisure
centre it is now possible for the Sports Course operator to immediately cancel them from the class to free up
space.

7.8. VSO #46926 PROMO CODES FOR SPORTS HALL IN THE UNIVERSAL BASKET

When applying promo codes online you can enter a promotional code which will be applied to all current basket
items.

Furthermore, there is an ‘i’ icon which gives information on the promo code that the member/employee may
find useful.

Finally, the employee will find it simple to remove promotional codes in order to amend any errors/customers
changing their minds.
 7.9. VSO #69676 ENTITLEMENT VOUCHERS FOR SPORTS HALL BOOKINGS IN THE UNIVERSAL
BASKET

When an employee is booking a member onto a sports course they can click ‘i’ to view what type of voucher it is.

In addition, when a user has an entitlement voucher the employee will be notified and any other applicable
errors are shown on screen.

Also, after using a voucher a confirmation email will be sent to the member.

7.10. VSO #51261 CMS: NAVIGATION MENU CONFIGURATION

When a member has signed in online, the user interface will now correspond to their agreement and what they
are able to book. For example, if they cannot book online then they will not see the option on screen.

7.11. VSO #68143 LOYALTY (COUNTDOWN) VOUCHERS FOR SPORTS HALL IN THE UNIVERSAL
BASKET

If a member is online seeking to book, they will have their vouchers displayed clearly in the user interface. If the
voucher is used, it will be recorded accordingly showing in any billing/payment records.

In addition, a confirmation email will be sent after using a voucher.

8. API & SINGLE SIGN ON

8.1. VSO #73410 REGISTER LINK ON SSO LOGON PAGE

On the Single Sign on home page there is now a” Register” option so prospective members can join your facility.
Please note the registration process is only available on mobile devices.

Once the registration is complete the member will be redirected to the specified URL. If you wish to change this,
please contact Legend Support.
 8.2. VSO #74291 LOGIN VIEW REDIRECT IN REGISTRATION PAGE

After registration is complete using SSO, the member will receive an email asking them to confirm their email
address and enter a password. Once complete the member will be directed back to SSO.

8.3. VSO #75158 SSO CALL-BACK WHITELIST CAN SUPPORT MULTIPLE URLS

We can now support multiple call-back URLS. Please contact Legend Support to add multiple URLS.

8.4. VSO #69509 WHEN LOGGED IN TO AN APP I CAN OPEN ONLINE SERVICES WHILST
LOGGED ON

When you have an active Single Sign On token you can navigate to Online Services and be automatically logged
in.

8.5. VSO #67314 PREFERENCES CHANGE NOTIFICATION IN THE API

As an external service you will now be notified when a member who you have received permissioned data from
historically has unsubscribed from the service.

9. INVOICING

9.1. VSO #72391 INVOICE SENDS OUT ENCRYPTED LINK

All new payment links will be encrypted in invoicing.

10. EVENT MANAGEMENT

10.1. VSO #39137 CANCELLATION EMAIL FOR CUSTOMERS

You will now get a cancellation email for events. You can set up different emails for events that are part of a
schedule and events that are not part of a schedule, there are configured in Back Office > Configuration > Email
Template.

10.2. VSO #73286 SEARCH FO R EVENTS BY EVENT NAME

In the search options you can now see an option to search an event by the Event Name.
 11. SPORTS COURSES

11.1. VSO #67536 PURCHASING EXTRAS DURING BULK MOVE

When bulk moving members to a course you can now purchase mandatory extras. Any non mandatory extras
will not show during the move.

11.2. VSO #67687 REFUNDING EXTRAS WHEN BULK MOVING SPORTS COURSES

When bulk moving enrolees, you can now refund any extras they have purchased. You have the option to refund
the whole amount or nothing at all. This will be displayed on screen and in emails.

11.3. VSO #70199 LAYOUT CHANGES FOR BACKOFFICE EXTRAS SELECTION

We have made improvements to the layout when purchasing extras. They are as follows:

 The information button has been removed on mandatory extras.

 If text is too long to fit in the box, there is now no ellipse.
 11.4. VSO #73000 SPORTS COURSES MANDATORY EXTRAS SHOULD SHOW IN ONLINE
SERVICES PROGRAM DETAILS PAGE

Customers will be able to see the price of mandatory extras on the program details page as they are now
included in the standard price. You can still see a full cost breakdown and select other optional extras after you
select the participant(s).
 12. PERFORMANCE AND INTERFACE IMPROVEMENTS

12.1. VSO #64412 SUPPORT PORTAL IS RESPONSIVE

The support portal is now responsive and will be fully functioning for:
 Login
 Reset password
 Registration
 Adding a support query
 List page
 Add notes section
13. BUG FIXES

 VSO #39720 Full courses using the Term Configuration do not show with the Red outline on the Capacity
when Full #245306
 VSO #54493 Extend Time Tickets are visible on Support Portal
 VSO #57571 Agreement Prices can be created without any configuration
 VSO #59845 Event Management - Layouts do not show when accommodation config is off #294223
 VSO #62637 Fee Collections - Bank details changed during run do not update in UI when creating output
file #289093
 VSO #63605 Online registration workflow should scroll to top after clicking next
 VSO #64847 Trying to link a linked member in MM causes it to fall over
 VSO #67617 Format in inbuilt invoice
 VSO #70151 Sports Course Booking Search does not work correctly
 VSO #70222 Online ticketing displays the facilities shortname, this should display the friendlyname
 VSO#70582 MM - Online Services Administration displays an unhandled error for linked members
 VSO#70604 CMS: Make Cache Provider Great Again
 VSO#70800 MM - Add-On members can be upgraded to a future start date
 VSO#71966 Mobile Bookings - Unable to select multiple courts when booking on the mobile
app/website
 VSO#72063 Continuous Courses Reference Issue results in DD failure #326367
 VSO#72117 The two 'Restrict online bookings to a ...' in event types cannot be distinguished
 VSO#72234 Raise Charges sends an email: it should be optional
 VSO#72255 Bank details form in Canada FC
 VSO#72361 Online Ticketing - Unable to delete sessions due to a int16 to int32 conversion error
 VSO#72398 Responsive - Course search spelling mistake 'Catergory'
 VSO#72429 LEMS config setting allow any text to be entered in time box
 VSO#72525 Online Services - Purchasing an agreement from an online account does not validate form
 VSO#72594 Masking does not work in My Groups Create Contact
 VSO#72601 Responsive communication prefs can't be edited when profile is locked
 VSO#72685 Bulk status change should not send emails for events in schedules
 VSO#72800 Unable to create contact group member when enrolling on an SC
 VSO#72810 Per Session course purchase tax should be calculated correctly when giving a cash refund
 VSO#72855 User Friendly Error when creating a new club when name field is blank
 VSO#72940 Main Categories are created twice when you click Apply and then OK
 VSO#72977 Sports Courses - Adding a new session to a sports courses does not respect template
resource sectors
 VSO#73089 Order of days in Program Details should natural and NOT alphabetical
 VSO#73173 Incorrect spelling of "successfully" when copying a User Group
 VSO#73179 Fee Collection -> Referral discounts do not remove tax liability
 VSO#73204 Able to save blank member interests
 VSO#73211 FOH Does not know what to charge when multiple bundles have the same inventory
 VSO#73265 Able to save a blank Marketing Source
 VSO#73266 Able to save a blank Member Category and Member Category Type
 VSO#73288 Able to save a blank Member Message Type
 VSO#73425 Sports Course Search Results Day should be short format
 VSO#73435 Cancelled ticketing sessions are not filtered in CMS Responsive
 VSO#73583 Credit Note Removal Reason Validation Message
 VSO#73705 Heavy DB call - InstructorsForCourses
 VSO#73786 SEPA Returns Matching against Discarded / Non Completed Runs
 VSO#73887 Can Create Blank Objections & Enquiry Types
 VSO#73888 No warning when removing an objection or enquiry type
 VSO#73905 Price Management Entitlement - Stop more than 400 recursions being created
 VSO#73985 External Member - 'CAST' error due to missing 'CAST' in
wsp_integration_processnewmembers
 VSO#74001 Event Management - StartDate/Time display issue for booked resources
 VSO#74177 Legend Booking - Incorrect Text when cancelling bookings
 VSO#74201 Reports -> Updating UCF Column Name After Creation does not get copied into Reports
 VSO#74236 Course registration page gets subsidies for the course inventory every time
 VSO#74316 Crediting / Editing Document Definitions is cut off on screen size 1440x900
 VSO#74723 Unable to set 'Defer Revenue' for Monthly and Weekly Member Services
 VSO#74950 Event management pdf print error
 VSO#74988 Currently you can't retrieve a transaction in FOH when searching by a transactionID
 VSO#75123 Hide Credit Notes once used in a transaction
 VSO #75733 Member bank account search error #335110
 VSO #75664 User Configurable Fields Not Correctly Displaying in MM
 VSO #75484 Update booking non-attendance stores the user who makes the booking not the user who
makes the change